You Inherited a Retirement Account: Now What?
For decades, common financial planning wisdom has encouraged almost all American workers to maximize their contributions to qualified retirement accounts.…
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Knowledge is Power
My Loved One Has Died: As an Heir or Beneficiary, Do I Need an Attorney?
You just found out that your favorite aunt, Aunt Melba, has died. In the midst of your grief and sadness,…
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The Importance of a Successor Trustee
An estate plan that includes a revocable living trust is an excellent way to protect yourself and your loved ones…
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A Tale of Two Celebrities: Chadwick Boseman and Eddie Van Halen
The death of an iconic figure can sometimes impact us deeply because it reminds us of our shared humanity. With…
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Revocable Trust vs. Irrevocable Trust: Which Is Best for You?
A properly funded trust allows you to avoid probate, minimize taxes, provides organization, maintains control, and provides for yourself and…
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How to Own Your Real Estate
Real estate encompasses not only one’s primary residence but also other real estate such as a vacation home or a…
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Can an Estate Plan Include a Right of First Refusal on Certain Property?
Estate planning attorneys are occasionally asked by clients whether an estate plan can include a right of first refusal (ROFR)…
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Tips for Divvying Up Personal Property
We collect stuff throughout our lives. This “stuff” is known as our personal property. Some items are valuable, like jewelry,…
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Deeper Dive into Advance Healthcare Directives
When it comes to your healthcare, especially during these uncertain times, you need to ensure that two estate planning documents…
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